Disciplined Consultation to Help Maintain Your Course
We strive to establish and maintain a professional "fit" with every new and existing client relationship — it's the foundation for trust and long-term success. This is initially accomplished by mutually affirming that Winship Capital Management of Raymond James is capable of serving your best interests, and that you will empower us to succeed on your behalf.
We aim to achieve this through a consultative process in which we listen with great care to learn about your financial objectives and personal goals. It is a rigorous,ongoing discipline of articulating your needs, enabling us to develop a strategic plan for addressing the critical financial events during your lifetime.
Our approach is multigenerational — we serve as a sounding board for all client relations — a distinctive service we take great pride in providing.
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We realize the importance of investing time upfront to listening and getting to know you – building a good understanding of your personal goals, current financial situation, investment experience and risk tolerance. It’s also an opportunity to build trust and rapport, make you aware of our capabilities and explain the ways we can help you meet your objectives.
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Next, we will analyze what you’ve shared with us in order to design your comprehensive financial plan, taking into account the different pieces of your financial picture and make sure they cohesively fit together without any gaps or disparities. This step may include collaborating with your other professional advisors such as your accountant and lawyer. We present our recommendations to you, answer your questions, consider alternatives and outline the steps we need to take to implement your plan.
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With your approval, we will execute your customized strategy using the extensive research and resources available to us. This involves the selection of specific account types, investment products and optional services, and the handling of all necessary paperwork.
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Once your plan is implemented, we will review the progress of your plan relative to your defined objectives and suggest any changes where needed. We accomplish this by providing ongoing reporting of your account activity and by conducting periodic reviews. We purposely maintain a close connection with you, so we are in step with your life and aware of any changes in your life that may warrant a revision to your plan.
